🌟 𝕯𝕴𝔸𝕸𝕺𝕹𝕯💎 ||❤‍🔥 🌟

💡 Digital Explorer - Market Analyst - Thread Creator
#ARB #Crypto #ETH #Bitcoin

[🌟 𝕯𝕴𝔸𝕸𝕺𝕹𝕯💎 ||❤‍🔥 🌟 @ChefDiamon]

@defikadic @saturn_credit RWA liquidity costs remain an important problem to solve

[🌟 𝕯𝕴𝔸𝕸𝕺𝕹𝕯💎 ||❤‍🔥 🌟 @ChefDiamon]

@andrewmoh @Mantle_Official @xStocksFi Fluxion can help solve the liquidity side while exchange access reduces onboarding friction

Put those pieces together and tokenized stocks become much easier for regular users to actually use

[🌟 𝕯𝕴𝔸𝕸𝕺𝕹𝕯💎 ||❤‍🔥 🌟 @ChefDiamon]

@andrewmoh @PythNetwork rwa markets can fragment across exchanges, perps, and prediction platforms while still requiring dependable pricing

that makes pyth a useful infrastructure angle on the broader trend

[🌟 𝕯𝕴𝔸𝕸𝕺𝕹𝕯💎 ||❤‍🔥 🌟 @ChefDiamon]

@andrewmoh the irony is that arc's institutional stack may end up being tested first by one of crypto's most speculative user groups

[🌟 𝕯𝕴𝔸𝕸𝕺𝕹𝕯💎 ||❤‍🔥 🌟 @ChefDiamon]

@0xgilllee This is why journaling trades matters so much

[🌟 𝕯𝕴𝔸𝕸𝕺𝕹𝕯💎 ||❤‍🔥 🌟 @ChefDiamon]

@0xAmberCT @GEODNET always interesting to see this space evolve

[🌟 𝕯𝕴𝔸𝕸𝕺𝕹𝕯💎 ||❤‍🔥 🌟 @ChefDiamon]

@defikadic @saturn_credit thanks Kadic

[🌟 𝕯𝕴𝔸𝕸𝕺𝕹𝕯💎 ||❤‍🔥 🌟 @ChefDiamon]

@0xgilllee @arc @BlackRock @Visa @Mastercard @StanChart Big names bring attention, useful products keep people around

[🌟 𝕯𝕴𝔸𝕸𝕺𝕹𝕯💎 ||❤‍🔥 🌟 @ChefDiamon]

@andrewmoh @Paxos the usdg strategy looks less focused on being everywhere and more focused on becoming useful wherever activity is accelerating

x layer and robinhood are strong examples of that shift

[🌟 𝕯𝕴𝔸𝕸𝕺𝕹𝕯💎 ||❤‍🔥 🌟 @ChefDiamon]

@0xgilllee @pendle_fi The yield stack definitely stands out

[🌟 𝕯𝕴𝔸𝕸𝕺𝕹𝕯💎 ||❤‍🔥 🌟 @ChefDiamon]

@0xgilllee Pendle keeps finding new ways to expand its market

[🌟 𝕯𝕴𝔸𝕸𝕺𝕹𝕯💎 ||❤‍🔥 🌟 @ChefDiamon]

@andrewmoh @RobinhoodCrypto The $185.2m figure matters, but the 311 RWA count suggests Robinhood is also building breadth rather than relying on a single asset

[🌟 𝕯𝕴𝔸𝕸𝕺𝕹𝕯💎 ||❤‍🔥 🌟 @ChefDiamon]

@0xgilllee @coinbase @CoinbaseWallet The Wallet brand already carries enough recognition to build on

[🌟 𝕯𝕴𝔸𝕸𝕺𝕹𝕯💎 ||❤‍🔥 🌟 @ChefDiamon]

@0xAmberCT this sounds painfully familiar

[🌟 𝕯𝕴𝔸𝕸𝕺𝕹𝕯💎 ||❤‍🔥 🌟 @ChefDiamon]

@defikadic @saturn_credit Curious how the looping APY changes over time

[🌟 𝕯𝕴𝔸𝕸𝕺𝕹𝕯💎 ||❤‍🔥 🌟 @ChefDiamon]

@0xgilllee @base @coinbase Looks like every major building block is finally clicking into place

[🌟 𝕯𝕴𝔸𝕸𝕺𝕹𝕯💎 ||❤‍🔥 🌟 @ChefDiamon]

@0xgilllee @base Every meme season prints another textbook example like this

[Gilmo @0xgilllee]

While RH keeps stealing the spotlight in the memecoin craze, plenty of new meme projects are heading in the opposite direction.

LAPTOP on @base is one of them.

The token shined for exactly 2 mins after launch.

Price ran to nearly $200, then went straight down to the ground lol.

+ around $50k in liquidity
+ huge free airdrop supply

An hour later, a $10k buy at the top was worth around $90.

[Amber _ D @0xAmberCT]

How Robinhood flips other networks during the bear

@RobinhoodApp keeps hitting ATHs in a weak market.

Robinhood’s crypto revenue fell 38% YoY to $100m in Q2 2026, yet its chain is growing fast across fees, DEX volume and tokenized stocks.

Here’s where RH is gaining ground.

1. Fees: RH is beating major chains

Fees are RH’s strongest metric. On peak days, RH generated around:
- 2x @solana
- 4x @BNBCHAIN
- 5x @ethereum
- 20x @base

Daily fees peaked at $4.5m. Since launching on July 1, RH has generated around $39m in fees.

Base still has far more DeFi TVL at ~$5.6b vs RH’s ~$0.9b. But RH produces around 2.3x more spot volume, with daily revenue around $2.6m vs Base’s ~$91k.

Base holds more capital. RH moves it faster and turns that activity into fees.

2. DEX volume: already close to Solana

RH is already near the top in weekly DEX volume:
- Solana: $14.51b
- Robinhood Chain: $11.3b
- Ethereum: $8.94b
- BNB Chain: $8.7b
- Base: $5.75b
- Hyperliquid: $2.51b
- Arbitrum: $1.28b

Daily DEX volume also sits around $1.5-1.7b.

The catch is thin liquidity. Tokenized stock float is only ~$88-140m, so speculation still drives a large part of this volume.

3. Tokenized stocks are RH’s main edge

Stock Tokens bring US stocks and ETFs onchain with 24/7 trading.

The meme-stock meta pushed activity even further, with pairs around NVDA, TSLA, SPY and HIMS. At one point, they made up ~68% of chain volume.

Solana held ~97% of tokenized-stock volume in H1 2026. By late August, RH already handled ~32% of tokenized-equity transfer value.

RH’s tokenized stock value also jumped from ~$10m to ~$140m in two months.

RH already has retail attention. Now it has an onchain product that fits the same audience.

4. Distribution: RH vs Base is the real battle

The bigger fight is @RobinhoodApp vs @coinbase.

RH already has 28.5m funded customers and ~$355-369b in platform assets.

Yet Robinhood app users account for only ~1-2% of onchain transactions, while Uniswap drives ~77% of chain volume.

So its biggest advantage, the 28.5m-user base, is still mostly untapped.

Closing thoughts

Robinhood Chain has quickly climbed the rankings:
- $4.5m ATH daily fees
- $11.3b weekly DEX volume
- ~$250-260m active RWA market cap
- 28.5b funded Robinhood users

The next test comes after gas subsidies end in late September. Q4 retention and volume coming directly from the Robinhood app matter more than another ATH.

RH has the momentum. Base has the deeper ecosystem.

Now we see how much of that momentum actually sticks.

[🌟 𝕯𝕴𝔸𝕸𝕺𝕹𝕯💎 ||❤‍🔥 🌟 @ChefDiamon]

@andrewmoh @linera_io The 8x allocation sounds attractive, but the long wait until distribution deserves equal attention

This looks much more suited to users with conviction in Linera than people looking for a quick launch trade